Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Alighieri who wrote (285718)	4/27/2006 11:52:11 AM
From: combjelly	Read Replies (1) \| Respond to of 1573069

"I am aware of the fact that HW incumbency is of lesser importance in the PC/server business" In the server business, most companies like to evaluate a new architecture for a year or more before switching over to ensure their software runs properly. Which is why the adoption rate of Opteron was glacial at first, but then accelerated pretty swiftly.

To: Alighieri who wrote (285718)	4/27/2006 12:40:09 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 1573069

Al, I see what you mean now. But the "incumbency mentality" has usually been Intel's domain. The old slogan, "No one got fired for choosing IBM" has now turned into "No one got fired for choosing Intel." I don't see that slogan turning into "No one got fired for choosing AMD." They won market share with technical superiority, but unlike Intel, AMD has to maintain the technical superiority because it's just as easy for customers to switch back. Tenchusatsu